First Citizens Bcshs Class AFCNCA

13F holders, Q2 2024 (June 30)
574holders +19
71new positions
48sold out
11famous investors
$1683.71avg. 13F price*

At the end of Q2 2024, 574 institutions reported holding First Citizens Bcshs Class A (FCNCA) in their 13F filings, up 19 from Q1 2024. 71 opened new positions and 48 sold out. The largest holders were BlackRock Inc. ($2.4B), Vanguard Group Inc. ($1.8B) and Harris Associates (Oakmark Funds) ($1.1B). 11 famous investors held it, including Bill Nygren (1.9% of Harris Associates (Oakmark Funds)'s portfolio), Philippe Laffont (1.4% of Coatue Management's portfolio) and David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio).

Company
First Citizens Bcshs Class A
CUSIP
31946M103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 555Q1 2024Q2 2024: 574Q2 2024Q3 2024: 588Q3 2024Q4 2024: 616Q4 2024Q1 2025: 612Q1 2025Q2 2025: 603Q2 2025Q3 2025: 622Q3 2025Q4 2025: 652Q4 2025Q1 2026: 603Q1 2026Q2 2026: 626Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions71$96.7M
Exits48$324.3M

All 13F filers, Q1 2024 → Q2 2024: 881,673 shares bought and 770,505 shares sold, net +111,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 574 holders

BlackRock Inc. 0.05% Add +7.2% 1,414,929 $2.4B
Vanguard Group Inc. 0.03% Add +0.4% 1,069,554 $1.8B
Harris Associates (Oakmark Funds) 1.93% Add +31.4% 676,052 $1.1B
FMR LLC 0.03% Add +7.0% 289,819 $487.9M
Egerton Capital (UK) LLP 4.81% Reduce -5.1% 283,228 $476.8M
JPMorgan Chase & Co. 0.04% Add +1.6% 270,459 $455.3M
State Street Corp. 0.02% Reduce -0.9% 258,812 $435.7M
Capital Research Global Investors 0.09% Add +27.5% 232,568 $391.6M
Coatue Management 1.37% Reduce -27.3% 208,364 $350.8M
Geode Capital Management, LLC 0.03% Reduce -18.6% 204,684 $344.7M
Wellington Management Group LLP 0.06% Reduce -17.9% 193,202 $325.3M
Dimensional Fund Advisors LP 0.07% Reduce -19.1% 155,846 $262.4M
Norges Bank 0.04% Add +8.4% 142,817 $240.4M
Citadel Advisors 0.23% Add +4.5% 137,280 $231.1M
D. E. Shaw & Co. 0.34% Add +2.7% 133,730 $225.1M
Fuller & Thaler Asset Management, Inc. 0.92% Reduce -0.3% 127,752 $215.1M
Brown Advisory Inc. 0.26% Add +0.8% 119,583 $201.3M
Goldman Sachs Group Inc. 0.04% Add +33.5% 114,193 $192.3M
Nuveen Asset Management, LLC 0.05% Reduce -0.9% 93,853 $158.0M
Alua Capital Management LP 8.13% No change 91,721 $154.4M
First Citizens Bank & Trust Co. 2.91% Reduce -1.3% 91,589 $154.2M
Alliancebernstein L.P. 0.05% Reduce -9.7% 91,251 $153.6M
Millennium Management 0.13% Add +881.8% 90,531 $152.4M
Artisan Partners Limited Partnership 0.18% Reduce -0.7% 70,765 $119.1M
Bank of America Corp. 0.01% Reduce -5.8% 69,072 $116.3M
Northern Trust Corp. 0.02% Add +4.1% 68,079 $114.6M
Morgan Stanley 0.01% Reduce -2.2% 67,290 $113.3M
Azora Capital LP 5.76% Add +131.2% 59,827 $100.7M
Systematic Financial Management LP 3.03% Reduce -10.1% 59,246 $99.7M
Reinhart Partners, Llc. 3.94% Reduce -3.8% 56,382 $94.9M
Hotchkis & Wiley Capital Management LLC 0.31% Reduce -2.5% 53,512 $90.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +67.6% 50,916 $85.7M
Charles Schwab Investment Management Inc. 0.01% Add +3.8% 45,817 $77.1M
Legal & General Group Plc 0.02% Add +0.9% 42,465 $71.5M
Zurich Insurance Group Ltd 0.62% Add +225.2% 42,159 $71.0M
Bank of New York Mellon Corp 0.01% Reduce -4.5% 41,981 $70.7M
Ceredex Value Advisors LLC 1.27% Reduce -15.5% 39,780 $67.0M
Sculptor Capital LP 2.03% Add +16.8% 37,998 $64.0M
Thompson Siegel & Walmsley LLC 1.02% Add +8.4% 37,697 $63.5M
Qube Research & Technologies Ltd 0.11% Add +258.9% 35,539 $59.8M
Invesco Ltd. 0.01% Add +165.2% 35,360 $59.5M
Toronto Dominion Bank 0.09% Add +3577.5% 35,010 $58.9M
Westfield Capital Management Co. LP 0.27% Add +17.7% 32,614 $54.9M
Bank of Montreal 0.02% Add +33.6% 29,949 $50.7M
Cortland Associates Inc. 6.14% Add +1.1% 28,835 $48.5M
Gobi Capital LLC 3.05% Reduce -53.1% 28,627 $48.2M
Alberta Investment Management Corp 0.53% Reduce -1.1% 28,176 $47.4M
Check Capital Management Inc. 3.44% Add +0.6% 27,965 $47.1M
Lord, Abbett & Co. LLC 0.15% Reduce -8.0% 26,923 $45.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +6.8% 25,380 $42.7M
Royce & Associates LP 0.40% Reduce -3.8% 25,233 $42.5M
Bronte Capital Management Pty Ltd. 3.23% Reduce -6.8% 24,500 $41.2M
Thrivent Financial for Lutherans 0.08% Add +6773.9% 23,921 $40.3M
Basswood Capital Management, L.L.C. 2.55% No change 23,333 $39.3M
First Trust Advisors LP 0.04% Reduce -3.6% 22,662 $38.2M
Gladstone Capital Management LLP 3.34% Reduce -3.2% 22,463 $37.8M
California Public Employees Retirement System 0.03% Add +3.1% 22,055 $37.1M
National Pension Service 0.04% Reduce -1.9% 21,751 $36.6M
Natixis Advisors, LLC 0.08% Add +3.7% 21,467 $36.1M
Citigroup Inc. 0.03% Add +442.2% 21,147 $35.6M
Point72 Asset Management 0.11% Reduce -46.2% 20,395 $34.3M
E. Ohman J:or Asset Management AB 0.81% Add +13.2% 19,454 $32.8M
Deutsche Bank AG 0.01% Add +53.3% 18,735 $31.5M
HSBC Holdings PLC 0.02% Add +65.8% 18,688 $31.4M
KBC Group NV 0.09% Add +354.4% 18,473 $31.1M
AQR Capital Management 0.05% Reduce -57.8% 17,948 $30.2M
Alyeska Investment Group, L.P. 0.17% Reduce -54.7% 17,473 $29.4M
California State Teachers Retirement System 0.04% Add +4.2% 17,117 $28.8M
Amundi 0.01% Reduce -40.0% 16,256 $27.9M
Raymond James & Associates 0.02% Reduce -1.5% 16,015 $27.0M
Rhumbline Advisers 0.03% Reduce -0.4% 15,781 $26.6M
Wells Fargo & Company 0.01% Add +4.1% 15,767 $26.5M
Maltese Capital Management LLC 4.60% Add +12.1% 14,600 $24.6M
Ameriprise Financial Inc. 0.01% Reduce -29.1% 14,567 $24.5M
Balyasny Asset Management L.P. 0.06% Add +63.4% 14,514 $24.4M
Lakewood Capital Management, LP 2.08% No change 14,336 $24.1M
Davis Asset Management, L.P. 1.07% No change 14,200 $23.9M
Mackenzie Financial Corp. 0.04% Add +783.8% 14,053 $23.7M
Allspring Global Investments Holdings, LLC 0.04% Reduce -47.7% 13,396 $22.6M
Generate Investment Management Ltd 1.58% Add +9.4% 12,903 $21.7M
ArrowMark Colorado Holdings LLC 0.25% No change 12,495 $21.0M
Stieven Capital Advisors, L.P. 4.53% Reduce -12.4% 12,135 $20.4M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -58.7% 11,693 $19.7M
Envestnet Asset Management Inc. 0.01% Reduce -10.1% 11,576 $19.5M
UBS Group AG 0.01% Add +13.5% 10,816 $18.2M
APG Asset Management N.V. 0.03% Add +2957.0% 11,372 $17.9M
State Board of Administration of Florida Retirement System 0.04% Reduce -2.2% 10,589 $17.8M
Riposte Capital LLC 8.86% Add +40.0% 10,500 $17.7M
Fundsmith Investment Services LTD. 0.23% Add +42.1% 10,369 $17.5M
Nordea Investment Management AB 0.02% Reduce -65.2% 10,115 $17.0M
Truist Financial Corp. 0.02% Reduce -2.1% 9,666 $16.3M
Mawer Investment Management Ltd. 0.08% Add +66.3% 9,467 $15.9M
Victory Capital Management Inc. 0.02% Add +0.8% 9,103 $15.3M
Gator Capital Management, LLC 7.45% Reduce -1.8% 8,718 $14.7M
Anchor Investment Management, LLC 1.50% Add +9.1% 8,636 $14.5M
Royal London Asset Management Ltd. 0.04% Add +4.5% 8,542 $14.4M
Treasurer of the State of North Carolina 0.06% Add +1.0% 8,542 $14.4M
T. Rowe Price Associates Inc. 0.00% Reduce -7.8% 8,085 $13.6M
Andra AP-fonden 0.22% Add +14.7% 7,800 $13.1M
Storebrand Asset Management As 0.04% Add +2.7% 7,778 $13.1M
Captrust Financial Advisors 0.04% Add +9.6% 7,733 $13.0M
Cannell & Spears LLC 0.27% Add +1.6% 7,715 $13.0M
New York State Common Retirement Fund 0.02% Add +6.5% 7,531 $12.7M
Cubist Systematic Strategies, LLC 0.21% New 7,361 $12.4M
Brandywine Global Investment Management, LLC 0.09% Reduce -43.7% 7,274 $12.2M
Knightsbridge Asset Management, LLC 3.06% Add +3.4% 7,239 $12.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +22.4% 7,156 $12.0M
Armor Advisors, L.L.C. 9.51% No change 7,135 $12.0M
Hudson Bay Capital Management LP 0.10% No change 7,000 $11.8M
Siena Capital Partners GP, LLC 3.87% Reduce -45.1% 6,984 $11.8M
Ensign Peak Advisors, Inc 0.02% Add +1.6% 6,486 $10.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +12.5% 6,456 $10.9M
Pictet Asset Management Holding SA 0.01% Add +14.1% 6,446 $10.9M
American Century Companies Inc. 0.01% Add +40.1% 6,404 $10.8M
Verition Fund Management LLC 0.09% Reduce -19.6% 6,375 $10.7M
Worldquant Millennium Advisors LLC 0.10% Add +71.0% 6,272 $10.6M
Element Capital Management LLC 0.80% New 6,108 $10.3M
Barclays PLC 0.00% Reduce -8.3% 6,037 $10.2M
Caisse de depot et placement du Quebec 0.02% Reduce -76.2% 5,976 $10.1M
State of Wisconsin Investment Board 0.03% Add +10.1% 5,949 $10.0M
Picton Mahoney Asset Management 0.41% Reduce -20.8% 5,756 $9.7M
Manufacturers Life Insurance Company, The 0.01% Add +22.7% 5,682 $9.6M
Russell Investments Group, Ltd. 0.01% Reduce -46.8% 5,480 $9.2M
Petiole USA ltd 7.51% Reduce -10.7% 5,315 $8.9M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Reduce -52.1% 5,222 $8.8M
Los Angeles Capital Management LLC 0.03% New 5,075 $8.5M
Royal Bank of Canada 0.00% Add +19.4% 5,007 $8.4M
Jacobs Asset Management, LLC 5.35% Add +185.7% 5,000 $8.4M
Huber Capital Management LLC 1.88% Reduce -12.6% 4,926 $8.3M
Public Employees Retirement System of Ohio 0.03% Add +8.8% 4,669 $7.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.3% 4,655 $7.8M
Philadelphia Financial Management of San Francisco, LLC 1.78% New 4,544 $7.7M
Franklin Resources Inc. 0.00% Reduce -13.8% 4,318 $7.3M
Sendero Wealth Management, LLC 1.19% New 4,210 $7.1M
Sanctuary Advisors, LLC 0.05% — 3,952 $6.9M
Danske Bank A/S 0.03% Reduce -14.8% 4,081 $6.9M
Comerica Bank 0.03% Add +5.1% 4,024 $6.8M
Stifel Financial Corp. 0.01% Add +4.3% 4,013 $6.8M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -2.4% 4,000 $6.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.54% Add +6.2% 3,957 $6.7M
Man Group plc 0.02% New 3,893 $6.6M
State of New Jersey Common Pension Fund D 0.03% Reduce -35.8% 3,726 $6.3M
Pathstone Holdings, LLC 0.03% Reduce -4.7% 3,680 $6.2M
AWH Capital, L.P. 6.24% No change 3,595 $6.1M
Asset Management One Co., Ltd. 0.02% Reduce -4.7% 3,573 $6.0M
Janney Montgomery Scott LLC 0.02% Add +11.0% 3,516 $5.9M
Interval Partners, LP 0.17% New 3,497 $5.9M
BNP Paribas Financial Markets 0.01% Reduce -1.0% 3,457 $5.8M
Osaic Holdings, Inc. 0.01% Add +80.8% 3,429 $5.8M
Jane Street Group, LLC 0.01% Add +200.5% 3,429 $5.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.06% — 3,415 $5.8M
Boothbay Fund Management, LLC 0.20% Reduce -20.4% 3,396 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +51.4% 3,352 $5.7M
Harvest Portfolios Group Inc. 0.21% Reduce -6.0% 3,342 $5.6M
Soros Fund Management 0.17% No change 3,333 $5.6M
Stephens Inc. 0.09% No change 3,312 $5.6M
Resona Asset Management Co.,Ltd. 0.03% Reduce -0.1% 3,255 $5.5M
Quinn Opportunity Partners LLC 0.63% Reduce -28.8% 3,208 $5.4M
Level Four Advisory Services, LLC 0.24% Add +819.5% 3,117 $5.2M
Federation des caisses Desjardins du Quebec 0.03% Add +51.9% 3,094 $5.2M
O'shaughnessy Asset Management, LLC 0.05% Reduce -20.9% 2,910 $4.9M
Hiddenite Capital Partners LP 5.78% Reduce -6.1% 2,830 $4.8M
Arizona State Retirement System 0.03% Reduce -0.0% 2,787 $4.7M
EJF Capital LP 3.42% Reduce -12.7% 2,726 $4.6M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.8% 2,676 $4.5M
Renaissance Technologies 0.01% Reduce -88.7% 2,628 $4.4M
Assetmark, Inc. 0.01% Add +1.0% 2,622 $4.4M
Bridgewater Associates 0.02% New 2,561 $4.3M
Inspire Investing, LLC 0.49% Reduce -16.8% 2,519 $4.2M
Assenagon Asset Management S.A. 0.01% Reduce -35.8% 2,517 $4.2M
Tradewinds, LLC. 1.28% Add +307.4% 2,473 $4.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -10.4% 2,456 $4.1M
Orion Portfolio Solutions, LLC 0.04% Reduce -10.4% 2,456 $4.1M
Swedbank AB 0.01% Add +2.2% 2,403 $4.0M
Oliver Luxxe Assets LLC 0.85% Reduce -0.5% 2,379 $4.0M
Amitell Capital Pte Ltd 3.44% Reduce -0.0% 2,370 $4.0M
Harbor Capital Advisors, Inc. 0.30% Add +278.4% 2,365 $4.0M
Sei Investments Co. 0.01% Reduce -61.3% 2,351 $4.0M
Handelsbanken Fonder AB 0.02% No change 2,272 $3.8M
IFM Investors Pty Ltd 0.04% Reduce -1.7% 2,221 $3.7M
Coronation Fund Managers Ltd. 0.21% No change 2,188 $3.7M
Alaska Permanent Fund Corp 0.05% Reduce -1.9% 1,762 $3.7M
Susquehanna International Group, LLP 0.01% Add +132.2% 2,159 $3.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 2,117 $3.6M
SouthState Bank Corp 0.26% Reduce -33.3% 2,100 $3.5M
Forsta Ap-Fonden 0.03% Reduce -12.5% 2,100 $3.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -13.6% 2,067 $3.5M
Daiwa Securities Group Inc. 0.02% Add +180.3% 2,057 $3.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +8.3% 2,039 $3.4M
Utah Retirement Systems 0.04% Add +7.3% 1,994 $3.4M
Oppenheimer & Co. Inc. 0.05% No change 1,985 $3.3M
Prudential Financial Inc. 0.00% Reduce -5.6% 1,952 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +60.5% 1,943 $3.3M
Simplex Trading, LLC 0.11% New 1,942 $3.3M
Voya Investment Management LLC 0.00% Add +15.2% 1,915 $3.2M
PMC FIG Opportunities LLC 4.83% Reduce -23.5% 1,900 $3.2M
LPL Financial LLC 0.00% Add +36.8% 1,888 $3.2M
Holocene Advisors, LP 0.01% New 1,888 $3.2M
TD Asset Management Inc 0.00% Add +3.2% 1,829 $3.1M
DNB Asset Management AS 0.01% Add +7.0% 1,808 $3.0M
Marshall Wace, LLP 0.00% Reduce -77.5% 1,768 $3.0M
Principal Financial Group Inc. 0.00% Add +84.9% 1,751 $2.9M
Korea Investment CORP 0.01% Reduce -22.3% 1,718 $2.9M
JT Stratford LLC 0.53% Reduce -7.8% 1,682 $2.8M
Aberdeen Group plc 0.01% Reduce -56.6% 1,679 $2.8M
Corient Private Wealth LP 0.00% Add +0.9% 1,673 $2.8M
Gabelli Funds LLC 0.02% No change 1,673 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Reduce -41.5% 1,629 $2.7M
Amalgamated Bank 0.02% Add +135.1% 1,535 $2.6M
PGGM Investments 0.04% No change 1,474 $2.5M
Wolverine Trading, LLC 0.04% Add +179.0% 1,459 $2.5M
Sheets Smith Wealth Management 0.29% Reduce -66.8% 1,447 $2.4M
Seldon Capital LP 1.35% No change 1,434 $2.4M
Waverly Advisors, LLC 0.05% No change 1,426 $2.4M
Public Sector Pension Investment Board 0.01% Reduce -2.9% 1,330 $2.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +88.6% 1,311 $2.2M
Investment Management Corp of Ontario 0.06% Reduce -0.9% 1,290 $2.2M
Summit X, LLC 0.49% Add +7.3% 1,282 $2.2M
MML Investors Services, LLC 0.01% Reduce -38.4% 1,247 $2.1M
Engineers Gate Manager LP 0.05% Add +489.1% 1,243 $2.1M
Nisa Investment Advisors, LLC 0.01% Reduce -4.7% 1,242 $2.1M
Mraz, Amerine & Associates, Inc. 0.43% Reduce -2.7% 1,241 $2.1M
Ulysses Management LLC 0.49% New 1,200 $2.0M
Wedbush Securities Inc. 0.07% Add +0.5% 1,199 $2.0M
1832 Asset Management L.P. 0.00% Reduce -8.5% 1,188 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +1.9% 1,185 $2.0M
Allegiance Financial Group Advisory Services LLC 0.76% No change 1,181 $2.0M
SpiderRock Advisors, LLC 0.05% No change 1,176 $2.0M
Diversified Trust Co. 0.06% Add +7.2% 1,162 $2.0M
Cetera Investment Advisers 0.00% Reduce -8.0% 1,144 $1.9M
Sabal Trust CO 0.11% Reduce -0.3% 1,117 $1.9M
DekaBank Deutsche Girozentrale 0.00% Add +2.9% 1,112 $1.9M
Tredje AP-fonden 0.02% Reduce -49.3% 1,109 $1.9M
Tower Research Capital LLC (TRC) 0.03% Add +628.7% 1,093 $1.8M
Creative Planning 0.00% Add +4.5% 1,089 $1.8M
Independent Advisor Alliance 0.06% Add +0.2% 1,089 $1.8M
Regions Financial Corp. 0.01% New 1,089 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.8% 1,060 $1.8M
Clearstead Advisors, LLC 0.03% New 1,045 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +90.9% 1,012 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +14.9% 1,003 $1.7M
Cordgrass Capital Advisors, LLC 0.53% No change 1,000 $1.7M
U.S. Capital Wealth Advisors, LLC 0.06% No change 1,000 $1.7M
TD Private Client Wealth LLC 0.05% Reduce -11.6% 997 $1.7M
Ethic Inc. 0.04% Reduce -3.4% 981 $1.7M
Cerity Partners LLC 0.00% Reduce -12.8% 963 $1.6M
Estate Counselors, LLC 0.18% No change 960 $1.6M
Xponance LLC 0.02% Reduce -9.4% 939 $1.6M
Emerald Mutual Fund Advisers Trust 0.08% No change 938 $1.6M
Cook Wealth, LLC 0.85% Reduce -7.0% 766 $1.6M
Maryland State Retirement & Pension System 0.03% Add +12.7% 933 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +128.0% 919 $1.5M
Gulf International Bank (UK) Ltd 0.04% No change 885 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -4.1% 867 $1.5M
Global Endowment Management, LP 0.15% Reduce -2.6% 859 $1.4M
Qsemble Capital Management, LP 0.27% Add +17.9% 857 $1.4M
Laurion Capital Management LP 0.05% Add +79.3% 855 $1.4M
Mariner, LLC 0.00% Reduce -0.6% 839 $1.4M
Graham Capital Management, L.P. 0.09% Add +129.4% 835 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +22.1% 833 $1.4M
Strategic Global Advisors, LLC 0.29% Reduce -76.4% 828 $1.4M
Blair William & Co. 0.00% Add +0.5% 812 $1.4M
XTX Topco Ltd 0.12% New 811 $1.4M
Synovus Financial Corp. 0.02% Reduce -2.6% 809 $1.4M
Bessemer Group Inc. 0.00% No change 805 $1.4M
Great Lakes Advisors, LLC 0.01% New 796 $1.3M
Independent Financial Group, LLC 0.05% Reduce -5.9% 795 $1.3M
New York State Teachers Retirement System 0.00% No change 784 $1.3M
Ostrum Asset Management 0.11% Reduce -7.0% 781 $1.3M
Smith Salley Wealth Management 0.09% No change 760 $1.3M
MBB Public Markets I LLC 0.03% New 760 $1.3M
SkyView Investment Advisors, LLC 0.21% Add +10.9% 711 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 708 $1.2M
Muirfield Wealth Advisors LLC 1.12% No change 706 $1.2M
Lazard Asset Management LLC 0.00% Reduce -22.7% 707 $1.2M
Affinity Investment Advisors, LLC 0.88% No change 698 $1.2M
Versor Investments LP 0.22% New 697 $1.2M
Cresset Asset Management, LLC 0.00% Add +147.4% 678 $1.1M
Mayport, LLC 0.40% Reduce -7.5% 661 $1.1M
Caprock Group, LLC 0.04% New 656 $1.1M
Intech Investment Management LLC 0.01% Reduce -43.5% 652 $1.1M
STRS Ohio 0.00% Reduce -23.6% 641 $1.1M
Hunting Hill Global Capital, LLC 0.53% No change 636 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 627 $1.1M
Raymond James Trust N.A. 0.02% Add +1.6% 625 $1.1M
Magnetar Financial LLC 0.02% Reduce -74.4% 612 $1.0M
Financial Security Advisor, Inc. 0.34% No change 610 $1.0M
Holderness Investments Co. 0.24% No change 606 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -45.6% 605 $1.0M
Cary Street Partners Investment Advisory LLC 0.04% Reduce -20.6% 603 $1.0M
MBL Wealth, LLC 0.11% Add +0.3% 602 $1.0M
Wright Investors Service Inc. 0.27% New 602 $1.0M
M&T Bank Corp 0.00% Reduce -4.4% 602 $1.0M
Hennessy Advisors Inc. 0.04% Reduce -25.0% 600 $1.0M
Tidal Investments LLC 0.01% No change 592 $997K
Midwest Professional Planners, LTD. 0.33% Add +57.0% 587 $988K
US Bancorp \de 0.00% Reduce -11.6% 559 $941K
Whitener Capital Management, Inc. 0.28% Add +7.1% 557 $938K
Physicians Financial Services, Inc. 0.30% No change 550 $926K
Cibc World Market Inc. 0.00% Add +98.9% 549 $924K
Cibc World Markets Corp. 0.01% Add +31.8% 547 $921K
Dark Forest Capital Management LP 0.17% Add +211.5% 542 $913K
Janus Henderson Group PLC 0.00% Reduce -40.3% 539 $908K
Vinva Investment Management Ltd 0.04% Add +51.7% 534 $897K
Mill Capital Management, LLC 0.07% No change 525 $884K
PEAK6 Investments LLC 0.04% Reduce -48.9% 514 $866K
MRP Capital Investments, LLC 0.81% Reduce -4.1% 513 $864K
Sherbrooke Park Advisers LLC 0.15% Add +138.1% 512 $862K
Peterson Wealth Services 0.29% Add +9.2% 500 $841K
Pettinga Financial Advisors LLC 0.20% No change 485 $817K
Twin Tree Management, LP 0.02% Reduce -67.7% 477 $803K
CIBC Asset Management Inc 0.00% Add +39.5% 477 $803K
Centiva Capital, LP 0.04% New 475 $800K
HighTower Advisors, LLC 0.00% Add +3.1% 464 $780K
Macquarie Group Ltd. 0.00% Add +4.6% 459 $773K
NewEdge Advisors, LLC 0.01% Reduce -11.8% 458 $772K
Cynosure Group, LLC 0.12% Add +13.8% 454 $764K
Tandem Capital Management Corp. 0.42% Reduce -1.7% 451 $763K
Symmetry Partners, LLC 0.04% No change 453 $763K
Fox Run Management, L.L.C. 0.14% New 449 $756K
Kestra Private Wealth Services, LLC 0.02% No change 448 $754K
Aviva PLC 0.00% Reduce -59.4% 447 $753K
Candriam S.C.A. 0.00% Reduce -2.4% 447 $753K
Commerce Bank 0.00% Add +15.2% 439 $739K
Private Capital Advisors, Inc. 0.08% No change 439 $739K
Vontobel Holding Ltd. 0.00% Reduce -7.3% 435 $732K
Greenleaf Trust 0.01% No change 434 $731K
Commonwealth Equity Services, LLC 0.00% Add +20.3% 427 $720K
Ieq Capital, LLC 0.01% Add +45.0% 425 $716K
Exencial Wealth Advisors, LLC 0.03% Reduce -0.7% 422 $710K
Semanteon Capital Management, LP 0.49% New 416 $700K
Neuberger Berman Group LLC 0.00% Reduce -0.2% 415 $699K
Savant Capital, LLC 0.01% Reduce -1.4% 411 $692K
Credit Agricole S A 0.00% New 410 $690K
Allianz Asset Management GmbH 0.00% Reduce -20.1% 409 $689K
Bartlett & Co. Wealth Management LLC 0.01% No change 405 $682K
Canada Pension Plan Investment Board 0.00% Reduce -88.9% 401 $675K
Trust Co of the South 0.16% No change 400 $673K
Gsa Capital Partners LLP 0.05% Reduce -61.5% 398 $670K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +145.7% 398 $670K
Covey Capital Advisors, LLC 0.77% New 394 $663K
Applied Finance Capital Management, LLC 0.03% New 393 $662K
Plato Investment Management Ltd 0.06% No change 384 $647K
Point72 Hong Kong Ltd 0.04% New 379 $639K
Oak Thistle LLC 0.46% New 371 $625K
Ritholtz Wealth Management 0.02% Reduce -6.6% 368 $620K
Park Avenue Securities LLC 0.01% Reduce -19.8% 361 $608K
Pearl River Capital, LLC 0.10% Add +5.0% 359 $604K
OMERS ADMINISTRATION Corp 0.01% New 352 $593K
CSS LLC 0.13% No change 350 $589K
WealthShield Partners, LLC 0.09% Add +67.3% 348 $586K
Canandaigua National Bank & Trust Co. 0.06% Reduce -0.9% 337 $567K
Federated Hermes, Inc. 0.00% Add +127.9% 335 $564K
Edgestream Partners, L.P. 0.03% New 331 $557K
Nicholas Investment Partners, LP 0.06% No change 327 $551K
Marathon Capital Management 0.14% Add +10.2% 325 $547K
Bank of Nova Scotia 0.00% Reduce -94.8% 325 $547K
Covestor Ltd 0.35% Add +50.7% 324 $546K
Forum Financial Management, LP 0.01% Add +0.3% 321 $540K
Abn Amro Investment Solutions 0.01% New 314 $529K
Marmo Financial Group, LLC 0.31% No change 307 $517K
Mount Lucas Management LP 0.18% Reduce -1.6% 307 $517K
Sequoia Financial Advisors, LLC 0.01% Add +0.7% 302 $508K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.6% 300 $505K
D.A. Davidson & Co. 0.00% No change 300 $505K
UniSuper Management Pty Ltd 0.00% Add +50.0% 300 $505K
Atria Investments, Inc 0.01% New 299 $504K
Burney Co./ 0.02% Reduce -14.9% 292 $492K
Old National Bancorp 0.01% Add +6.3% 288 $485K
TriaGen Wealth Management LLC 0.19% Add +0.3% 285 $480K
Kestra Advisory Services, LLC 0.00% Reduce -24.0% 285 $480K
Acadian Asset Management LLC 0.00% New 283 $475K
Oppenheimer Asset Management Inc. 0.01% Add +46.9% 282 $475K
IFP Advisors, Inc 0.02% Reduce -6.3% 280 $471K
American Trust 0.04% Add +91.1% 279 $470K
Old North State Trust, LLC 0.40% No change 278 $468K
Cwm, LLC 0.00% Add +33.5% 275 $463K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +81.3% 272 $458K
Guggenheim Capital LLC 0.00% Reduce -70.5% 266 $448K
Greenwich Wealth Management LLC 0.03% Add +27.0% 259 $436K
Quent Capital, LLC 0.05% Reduce -0.8% 248 $418K
Aptus Capital Advisors, LLC 0.01% No change 247 $416K
Coldstream Capital Management Inc. 0.01% Reduce -5.1% 244 $411K
Cambria Investment Management, L.P. 0.03% Reduce -18.2% 243 $409K
Benjamin Edwards Inc. 0.08% Reduce -30.8% 243 $409K
Triangle Securities Wealth Management 0.11% No change 237 $399K
First Bank & Trust 0.08% Reduce -3.3% 237 $399K
Signaturefd, LLC 0.01% Reduce -6.7% 237 $399K
Panagora Asset Management Inc. 0.00% Reduce -66.9% 236 $397K
Vident Advisory, LLC 0.01% Add +19.0% 232 $391K
Alps Advisors Inc. 0.00% Reduce -1.3% 228 $384K
Schroder Investment Management Group 0.00% Reduce -97.5% 227 $382K
MAI Capital Management 0.00% Reduce -9.2% 226 $381K
B. Metzler seel. Sohn & Co. AG 0.00% Add +4.7% 225 $379K
Tobam 0.06% Reduce -96.7% 223 $375K
Choreo, LLC 0.01% New 220 $373K
LRI Investments, LLC 0.04% Add +1005.0% 221 $373K
Vestcor Inc 0.01% No change 220 $370K
Mercer Global Advisors Inc. 0.00% Add +17.2% 218 $367K
MetLife Investment Management, LLC 0.00% Reduce -17.6% 215 $362K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -7.0% 211 $355K
Two Sigma Securities, LLC 0.02% New 210 $354K
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 210 $354K
Capstone Investment Advisors, LLC 0.02% Reduce -42.2% 208 $350K
Affinity Wealth Management LLC 0.06% Add +1.0% 207 $349K
Tritonpoint Wealth, LLC 0.03% Add +1.0% 207 $348K
Snowden Capital Advisors LLC 0.01% Add +7.8% 206 $347K
Avantax Advisory Services, Inc. 0.00% New 202 $340K
Advisory Services Network, LLC 0.01% Reduce -1.5% 202 $340K
Machina Capital S.A.S. 0.15% New 202 $340K
Smith Group Asset Management, LLC 0.03% New 202 $340K
Colton Groome Financial Advisors, LLC 0.13% New 200 $337K
Colonial Trust Advisors 0.03% No change 200 $337K
Teacher Retirement System of Texas 0.00% Reduce -95.5% 197 $332K
Venturi Wealth Management, LLC 0.02% Add +5.5% 192 $323K
Guardian Wealth Advisors, LLC / NC 0.04% No change 191 $322K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 190 $320K
Quantinno Capital Management LP 0.01% New 187 $315K
Stonegate Investment Group, LLC 0.01% New 187 $315K
HB Wealth Management, LLC 0.00% Add +3.9% 187 $315K
Dorsey & Whitney Trust CO LLC 0.02% No change 187 $315K
Merrion Investment Management Co, LLC 0.22% No change 186 $313K
Summit Trail Advisors, LLC 0.01% New 185 $312K
Salem Investment Counselors Inc. 0.01% Add +19.4% 185 $311K
Ossiam 0.01% Add +3.9% 185 $311K
SG Americas Securities, LLC 0.00% Reduce -14.8% 184 $310K
Freedom Investment Management, Inc. 0.02% Reduce -5.7% 181 $304K
First Heartland Consultants, Inc. 0.03% No change 176 $296K
Transcend Capital Advisors, LLC 0.02% No change 172 $290K
Bleakley Financial Group, LLC 0.01% Reduce -5.0% 170 $286K
Simplicity Wealth,LLC 0.01% Reduce -5.0% 170 $286K
Empowered Funds, LLC 0.01% Add +5.6% 170 $286K
Yousif Capital Management, LLC 0.00% Reduce -0.6% 170 $286K
Verdence Capital Advisors LLC 0.03% Reduce -3.5% 167 $281K
Quadrant Capital Group LLC 0.02% Add +4.4% 167 $281K
SeaCrest Wealth Management, LLC 0.03% New 165 $278K
Private Advisor Group, LLC 0.00% Reduce -47.6% 164 $276K
Waterloo Capital, L.P. 0.03% New 163 $274K
Keel Point, LLC 0.02% Reduce -1.4% 137 $274K
Lighthouse Investment Partners, LLC 0.02% New 162 $273K
Meitav Investment House Ltd. 0.00% Reduce -14.4% 161 $270K
Cambridge Investment Research Advisors, Inc. 0.00% No change 159 $268K
Connable Office Inc. 0.03% No change 158 $266K
LexAurum Advisors, LLC 0.06% No change 156 $263K
First Trust Direct Indexing L.P. 0.02% Add +13.3% 153 $258K
Heritage Trust Co 0.03% Add +7.0% 152 $256K
Fidelis Capital Partners, LLC 0.04% New 133 $255K
CIBC Private Wealth Group LLC 0.00% Reduce -10.4% 147 $248K
Woodard & Co. Asset Management Group Inc. 0.06% No change 144 $242K
Pitcairn Co. 0.01% Reduce -44.2% 144 $242K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.4% 142 $239K
Gotham Asset Management 0.00% Reduce -17.0% 142 $239K
Buckingham Strategic Wealth, LLC 0.00% Add +5.2% 142 $239K
Brevan Howard Capital Management LP 0.02% Reduce -35.5% 142 $239K
Journey Strategic Wealth LLC 0.01% Add +8.5% 141 $237K
Agf Management Ltd. 0.00% Reduce -36.1% 140 $236K
Rakuten Investment Management, Inc. 0.00% Add +59.1% 140 $235K
Blueshift Asset Management, LLC 0.08% Reduce -13.6% 133 $224K
Aigen Investment Management, LP 0.04% Reduce -36.8% 132 $222K
Quantum Financial Advisors, LLC 0.04% No change 129 $217K
Prudential PLC 0.00% New 129 $217K
Simon Quick Advisors, LLC 0.02% Reduce -0.8% 128 $216K
McCollum Christoferson Group LLC 0.06% No change 125 $210K
Moody National Bank Trust Division 0.02% No change 125 $210K
Cigna Investments Inc. 0.04% New 125 $210K
Stonebridge Capital Management Inc. 0.09% No change 124 $209K
Modera Wealth Management, LLC 0.00% Reduce -0.8% 124 $209K
Metis Global Partners, LLC 0.01% Reduce -3.1% 123 $207K
Mason & Associates Inc 0.05% New 121 $204K
Tocqueville Asset Management L.P. 0.00% Reduce -14.2% 121 $204K
Tokio Marine Asset Management Co. Ltd. 0.01% New 120 $202K
Jones Financial Companies LLLP 0.00% Add +1883.3% 119 $200K
Harvest Fund Management Co., Ltd 0.01% Add +290.0% 117 $197K
Bank & Trust Co 0.16% — 114 $192K
Colonial Trust Co / SC 0.03% No change 113 $190K
Principal Securities, Inc. 0.01% Reduce -31.2% 108 $182K
Steward Partners Investment Advisory, LLC 0.00% Add +38.2% 94 $159K
Corebridge Financial, Inc. 0.00% — 92 $155K
Toth Financial Advisory Corp. 0.02% Add +21.7% 84 $141K
GeoWealth Management, LLC 0.01% Add +23.1% 80 $135K
Parallel Advisors, LLC 0.00% Add +4.0% 79 $133K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.0% 63 $132K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.6% 76 $128K
Quarry LP 0.05% New 75 $126K
National Bank of Canada 0.00% Add +17.7% 73 $124K
Blue Trust, Inc. 0.00% Add +120.0% 66 $108K
State of Wyoming 0.02% Add +11.3% 59 $99K
Avior Wealth Management, LLC 0.00% Reduce -16.2% 57 $96K
Accent Capital Management, LLC 0.05% No change 50 $84K
AlphaCentric Advisors LLC 0.06% Add +2.2% 47 $79K
Farther Finance Advisors, LLC 0.00% Add +32.4% 45 $76K
Benjamin F. Edwards & Company, Inc. 0.00% No change 45 $76K
Geneos Wealth Management Inc. 0.00% Add +700.0% 40 $68K
NFSG Corp 0.02% Reduce -33.9% 39 $66K
Mirae Asset Global Investments Co., Ltd. 0.00% New 38 $64K
CI Investments Inc. 0.00% Reduce -73.9% 35 $59K
Gradient Investments LLC 0.00% New 31 $52K
Riverview Trust Co 0.05% No change 30 $51K
Walleye Capital LLC 0.00% Reduce -77.1% 30 $51K
EntryPoint Capital, LLC 0.02% Add +1300.0% 28 $47K
Arax Advisory Partners 0.00% New 27 $45K
GAMMA Investing LLC 0.01% Add +22.7% 27 $45K
Concourse Financial Group Securities, Inc. 0.00% Reduce -34.1% 27 $45K
Fifth Third Bancorp 0.00% Reduce -16.1% 26 $44K
Smartleaf Asset Management LLC 0.01% Reduce -81.6% 26 $44K
V-Square Quantitative Management LLC 0.01% New 21 $35K
LGT Financial Advisors LLC 0.07% No change 19 $32K
Lindbrook Capital, LLC 0.00% Add +11.8% 19 $32K
Carolinas Wealth Consulting LLC 0.01% No change 17 $27K
Mather Group, Llc. 0.00% Reduce -15.8% 16 $26K
Beaird Harris Wealth Management, LLC 0.00% No change 15 $25K
Parkside Financial Bank & Trust 0.00% No change 14 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Add +366.7% 14 $24K
PFS Partners, LLC 0.01% No change 13 $22K
International Assets Investment Management, LLC 0.00% New 13 $22K
Huntington National Bank 0.00% No change 13 $22K
Versant Capital Management, Inc 0.01% Add +9.1% 12 $20K
Global Retirement Partners, LLC 0.00% Add +37.5% 11 $19K
Allworth Financial LP 0.00% Add +11.1% 10 $18K
Private Wealth Management Group, LLC 0.01% Reduce -56.5% 10 $17K
Janiczek Wealth Management, LLC 0.00% Reduce -9.1% 10 $17K
Caldwell Sutter Capital, Inc. 0.01% No change 10 $17K
Rise Advisors, LLC 0.01% No change 9 $15K
Oliver Lagore Vanvalin Investment Group 0.00% No change 9 $15K
Financial Management Professionals, Inc. 0.00% New 9 $15K
Bell Investment Advisors, Inc 0.00% No change 8 $13K
Atlas Capital Advisors Inc. 0.00% No change 8 $13K
JFS Wealth Advisors, LLC 0.00% No change 8 $13K
Spire Wealth Management 0.00% New 8 $13K
First Horizon Advisors, Inc. 0.00% No change 8 $13K
Global Wealth Strategies & Associates 0.00% No change 7 $12K
Arlington Trust Co LLC 0.00% No change 7 $12K
Cullen/Frost Bankers, Inc. 0.00% New 7 $12K
Fortitude Family Office, LLC 0.01% Add +200.0% 6 $10K
Harbor Investment Advisory, LLC 0.00% Reduce -40.0% 6 $10K
Larson Financial Group LLC 0.00% No change 6 $10K
Ashton Thomas Private Wealth, LLC 0.00% New 6 $10K
Frazier Financial Advisors, LLC 0.01% Add +25.0% 5 $8K
Key Financial Inc 0.00% New 5 $8K
SJS Investment Consulting Inc. 0.00% No change 4 $7K
Private Trust Co. NA 0.00% No change 4 $7K
Westend Capital Management, LLC 0.00% No change 3 $5K
Bruce G. Allen Investments, LLC 0.00% No change 3 $5K
Red Tortoise LLC 0.00% No change 3 $5K
Sittner & Nelson, LLC 0.00% No change 3 $5K
Pinnacle Bancorp, Inc. 0.00% No change 3 $5K
SYSTM Wealth Solutions LLC 0.00% Reduce -98.8% 3 $5K
Meeder Asset Management Inc. 0.00% New 3 $5K
Bokf, NA 0.00% Reduce -90.3% 3 $5K
Chesapeake Asset Management LLC 0.00% No change 3 $5K
Sachetta, LLC 0.00% No change 2 $4K
Prestige Wealth Management Group LLC 0.00% New 2 $3K
Laurel Wealth Advisors LLC 0.00% No change 2 $3K
Hoey Investments, Inc. 0.00% No change 2 $3K
Manchester Capital Management LLC 0.00% New 2 $3K
Albion Financial Group 0.00% No change 2 $3K
Legend Financial Advisors, Inc. 0.00% New 2 $3K
Raffa Wealth Management, LLC 0.00% Add +100.0% 2 $3K
Family Firm, Inc. 0.00% New 2 $3K
Institutional & Family Asset Management, LLC 0.00% No change 2 $3K
Rothschild Investment LLC 0.00% New 2 $3K
Harbour Investments, Inc. 0.00% No change 2 $3K
Brown Brothers Harriman & Co. 0.00% New 2 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
TD Waterhouse Canada Inc. 0.00% New 1 $2K
Delos Wealth Advisors, LLC 0.00% No change 1 $2K
WealthCollab, LLC 0.00% No change 1 $2K
Rakuten Securities, Inc. 0.00% No change 1 $2K
WR Wealth Planners, LLC 0.00% No change 1 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -66.7% 1 $2K
Trust Co. of Vermont 0.00% New 1 $2K
Natixis 0.00% New 1 $2K
Whittier Trust Co. 0.00% No change 1 $2K
Avion Wealth 0.00% No change 1 $1K

"% of holder's portfolio" is FCNCA's weight in each manager's 13F, not the share of First Citizens Bcshs Class A the manager owns.